estate planning


When super’s not so super

The Final Plan

Deakin unveils accreditation of financial planning course

Bonds: The Shifting Investment Landscape

Legg Mason

Are your clients’ wills protected from family feuds?

How can you make clients’ estate plans “foolproof”?

Understanding vulnerable clients: a growing requirement for financial advisers

Determining the real value of managed accounts


Getting ahead of planning for the end

Paying super death benefits – direct to beneficiaries or the estate?

Australians unprepared for post-death wealth transfer

Has the Govt over-complicated estate planning?

Super changes may impact SMSF members’ estate planning

NSW Supreme Court clears up inheritance concerns over property

Compliance and value: a balancing act

Laying estate planning fears to rest

Impact of 1 July 2017 changes to superannuation on SMSFs